Alan Priya Kumar Email & Phone Number

Toronto, Ontario, Canada

With over a decade in the industry, I've guided countless clients to homeownership success. From first-time buyers to seasoned investors, I've tailored solutions and advocated fiercely on their behalf.My commitment to excellence and personalized service has earned trust and loyalty. I'm dedicated to empowering clients with informed decisions and lasting.

Greater Toronto Area

• Generate sales or revenue through the development and growth of profitable mortgage business and new customers to the bank, through Home Financing Solutions
• Develop team partnership strategies including specific goals related to funded mortgage volume, cross-sell, key partner development, and productivity
• Implement a marketing program, which can include advertising, joint marketing with sources, past customer databases, networking clubs, and community service clubs
• Conduct local mortgage seminars (i.e. First Time Homebuyers), representing the Bank at industry-related functions (Real Estate and Home Builders Association functions, conferences)
• Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals
• Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions

2580 Hurontario St.

• Building relationships with accountants and realtors
• Developed strong customer relationship management skills – strategic, transactional and transformational
• Finished 100% on compliance – responsible for RESL files
• Helped develop sales playbook, understanding business metrics/goals and planning to activities
• Consistently drove regional asks – Leads drop, OFI collection and ONE TD
• Finished at 78%+ YTD on LEI; Customer Experience Index

• Set up processes on Frontline aligned to meeting Branch business and community goals
• Motivated Team through self-discovery and instilling positive Team culture
• Responsible for Mutual Fund/BCO and RESL Compliance; Branch passed Audit – no findings
• Branch finished 13th in Ontario Region; Branch qualified for Champions Club
• Customer Experience Index – LEI finished above 75% Fiscal 2018

• Building a long-lasting relationship with clients while providing them with "Legendary" banking and investment advice
• Achieved Champions Club 2017 and 2018
• Converted relationships built as an FSR into opportunities as an FA
• Floor Manager for the branch on Sundays and ran call hours every Sunday with strong results
• Worked with Private Banking and Wealth in building a strong pipeline for the branch

• Achieved Champions Club 2016 – Top 100 FSR in region
• Mentored 6 CSR’s guiding them towards Champions 2015

Mississauga

• Providing excellent advice to customers while maintaining customer service
• Taking the initiative by conducting the “Lobby Leadership” program

• Managing the Men's Suit and Formal Wear sections.
• Recommended by management and to join Hudson's Bay Company's Future Executive Program.